See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,843 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 43.53% | 242.71%-199.2pp | 181.32%-137.8pp | 217.08%-173.5pp |
| Employer contribution / active EE | $1,672 | $4,015-58.3% | $3,754-55.4% | $4,299-61.1% |
| Participant deferral / active EE | $5,153 | $5,564-7.4% | $5,116+0.7% | $6,507-20.8% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |